Lecturer; Executive Vice President and Head of Wealth Advisory and Family Office Services, Boston Private
William I. Woodson (Bill) has 30 years of experience advising wealthy families, closely-held business owners, and family offices across a wide range of wealth management disciplines, including investment management, taxation, estate planning, philanthropy, wealth education, and family office best-practices. Bill is a frequent author on issues wealthy families face and is quoted extensively in financial publications. Bill is a co-founder of the UHNW Institute, an independent non-profit "think tank" that provides thought leadership and content helpful to families, family offices, and professionals.
Bill has advised clients from numerous platforms within the wealth management industry, including public accounting, boutique RIAs and MFOs, large brokerage firms and global banks, and as the head of a family office. Bill is currently Executive Vice President and Head of Wealth Advisory and Family Office Services for Boston Private. Bill joined Boston Private from Citigroup, where he was a Managing Director and Head of the Family Office Group for Citi Private Bank. Before joining Citi, Bill was a Managing Director and Head of the UHNW and Family Office business for Credit Suisse.
Bill began his career in Big Four public accounting, where he spent a decade providing tax and related planning advice to wealthy executives, families, and closely-held business owners. He left public accounting to run the family office for one of his larger clients, a Hong Kong-based family with 40 employees and operations in Hong Kong, San Francisco, and Vancouver. Bill was a founding member of myCFO, an integrated wealth management and technology firm started by several well-known Silicon Valley entrepreneurs. At myCFO, Bill ran one of the firm's largest client practices and served as the CFO for myCFO Securities. Shortly before the sale of myCFO to Harris Bank, Bill joined Merrill Lynch's Private Banking and Investment Group and oversaw an integrated investment advisory practice for UHNW families and family offices ranging in net worth from $25 million to $2 billion.
Bill has a master's degree in accounting from New York University's Stern Graduate School of Business and a bachelor's degree in economics from the University of California, Irvine. He previously held designations as a Certified Public Accountant (CPA) and Certified Investment Management Analysts (CIMA). Bill was also a founding member and past President of First Graduate, a non-profit that helps students become the first in their families to graduate from college.
- M.S., New York University
- B.A., University of California, Irvine
In the News
Wealth Management Lecturer Bill Woodson on Developing Professionals to Support UHNW Clients
Family Wealth Report, a business intelligence publication for the family office community, recently interviewed Bill Woodson.
Columbia University Press Publishes “The Family Office” by Wealth Management Lecturer Bill Woodson
This fall, Woodson is teaching The Wealth Management Landscape.